Conversations with Claris: Distribution Phase Planning

When we talk to clients about retirement, the focus often tends to be on the accumulation phase where time is spent building up funds to support the desired lifestyle. Hear from Claris President Stan Royer and Senior Vice President + Wealth Advisor Scott Iverson as they discuss the importance of distribution phasing and how it […]

Conversations with Claris: 401(k), IRA, Stocks…Do I Need Them All?

With so many avenues you can take to invest your wealth, it can be challenging to understand where your dollars matter most. Hear from Claris President Stan Royer and Senior Vice President and Wealth Advisor Scott Iverson as they discuss these different investment accounts and how they play a role in your portfolio. Watch the […]

Conversations with Claris: What is an ETF?

What is an ETF, and should you have them in your investment portfolio? How does it differ from a mutual fund? Hear from Claris President Stan Royer and Senior Vice President and Wealth Advisor Scott Iverson as they explain what an ETF is and the pros and cons of having them in your portfolio. Watch […]

Conversations with Claris: Rethinking Cryptocurrency

Should you be investing in bitcoin? Is blockchain here to stay? Hear from Scott Iverson and Stan Royer as they discuss the pros and cons of cryptocurrency as a new investment opportunity. Watch the video on Vimeo. Interested in learning more about our investment approach, or have a Conversations with Claris topic to suggest? Contact […]

Control What You Can Control: How Equity Markets Reward Those Who Stay Disciplined

Long before I joined Claris, Stan Royer, co-founder and President, routinely reminded clients to control what they can control. As you may imagine, I am consistently asked by non-clients (who don’t understand the Claris methodology) what they should be doing in the market right now. As time has passed, I have become more and more fond […]